Matthew Lemen
Matthew Lemen is a registered investment advisor at Arkadios Wealth Advisors, based in Birmingham, AL, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
1 Metroplex Dr Suite 575, Birmingham, AL, 35216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an investment advisor and insurance agent doing business as Lemzar Capital, dedicating full-time hours to this endeavor. He also works as an insurance agent selling life, health, and variable insurance products through Lemzar Capital/Capitas Financial/Insurance for about half his time, and spends full-time hours as a registered investment advisor (RIA) with RFG Advisory.
Employment History
Current Registrations
Arkadios Wealth Advisors
Previous Registrations
Rfg Advisory, LLC
Private Client Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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